Stake Super Add a Member Promotion T&Cs

Overview

The 'Stake Super Add a Member Promotion' ('Promotion') is run by Stake SMSF Pty Ltd ('Stake Super', 'we', 'us' or 'our').

The Promotion provides eligible existing single-member Stake Super funds with: (1) a waiver of the $199 fee to add a member ('Add a Member Fee'); and (2) a one-off $200 rebate paid into the fund's cash account ('Credit'), when they submit an Add a Member form during the Promotion Period and meet the eligibility criteria set out below.

To participate in the Promotion, the trustee(s) of the fund must accept and be bound by these promotional terms and conditions. These terms apply in addition to the Stake Terms and Conditions and Stake Super Terms and Conditions.

Promotion Period

The Promotion Period commences at 12:01 am AEDT on 10 November 2026 and ends at 11:59 pm AEDT on 31 December 2026.

The Promotion Period may be extended or varied at our sole discretion.

Eligibility Criteria

To be eligible for the Promotion, the fund must:

1. Be a self-managed superannuation fund registered in Australia with an active Stake Super account at the time the Add a Member form is submitted ('Eligible Fund');
2. Have only one member at the time the Add a Member form is submitted;
3. Have paid all Stake Super fees that are due, and not be in the process of being wound up or transferred away from Stake Super; and
4. Not use the Promotion in conjunction with any other Stake Super offer, promotion or discount on the same application, unless we expressly state otherwise.

The person being added to the Eligible Fund ('New Member') must:

1. Be eligible to become a member of the Eligible Fund, and a trustee or a director of its corporate trustee, under superannuation law and the fund's trust deed; and
2. Complete our identity verification and any other checks we require to add them to the Eligible Fund.

Before adding a member, please read the Stake Super Terms and Conditions, disclaimers, our pricing page and the Stake Privacy Policy.

How to participate

To receive the Promotion, the trustee(s) of the Eligible Fund must:

1. Submit a completed Add a Member form during the Promotion Period;
2. Sign and return all documents we require to add the New Member by 11:59 pm AEDT on 31 January 2027; and
3. Have the New Member admitted as a member of the Eligible Fund and appointed as a trustee, or a director of its corporate trustee, with the New Member's details notified to the ATO and, where relevant, ASIC ('Qualifying Addition').

The New Member is not required to roll over or contribute any amount to the Eligible Fund for the fund to be eligible.

Each Eligible Fund can receive the Promotion once only, for one New Member. Any additional members added will be charged the standard Add a Member Fee.

Add a Member forms submitted after the Promotion Period ends are not eligible, even if the addition is completed later.

Fee waiver and $200 credit

Fee waiver. We will not charge the Eligible Fund the Add a Member Fee for a Qualifying Addition. If the Add a Member Fee has already been charged, we will refund it to the Eligible Fund within 30 days of the Qualifying Addition.

The fee waiver covers the Stake Super Add a Member Fee only. It does not cover any other costs, such as third-party fees or fees charged by the New Member's existing super fund if they choose to roll over.

$200 credit. We will pay the Credit, a one-off rebate of $200, into the Eligible Fund's cash account held on Stake.

The Credit is paid to the Eligible Fund. It is not paid to the New Member, any other member or any trustee in their personal capacity, and it forms part of the assets of the Eligible Fund. The Credit is not redeemable as cash.

The Credit is not transferable and cannot be exchanged or paid to any other account or person.

The Eligible Fund may be liable for income tax on the Credit. We do not provide advice about the tax or regulatory treatment of the Credit or the fee waiver. Trustees should consider seeking independent tax advice.

Timings

To receive the Promotion, the Add a Member form must be submitted by 11:59 pm AEDT on 31 December 2026, and the Qualifying Addition completed by 11:59 pm AEDT on 31 January 2027.

Where the eligibility criteria are met, we will pay the Credit into the Eligible Fund's cash account within 30 days after the Qualifying Addition is complete.

At the time the Credit is paid, the Eligible Fund must still have an active Stake Super account and the New Member must still be a member of the Eligible Fund.

If you believe you have met the eligibility criteria and have not received the fee waiver or Credit, please contact us at

smsf@hellostake.com.au

.

Disclaimer

This Promotion does not constitute financial product advice, tax advice, legal advice, or a recommendation that adding a member to an SMSF may be suitable for you.

Adding a member to an SMSF has legal, tax and other consequences. Each member must be a trustee, or a director of the corporate trustee, and shares responsibility for the fund's investment decisions and compliance. A New Member who rolls over super from another fund may give up benefits, such as insurance cover.

Before making financial decisions, we recommend that you and the New Member seek advice from a financial adviser, tax adviser or lawyer as appropriate, and consider whether an SMSF suits your personal objectives, circumstances and financial needs.

By participating in this Promotion, you acknowledge and agree that Stake SMSF Pty Ltd will assist in the administration of your SMSF under a 'no advice model'. Stake Super is not licensed to provide financial advice under the Corporations Act.

Privacy

We will collect and handle personal information about the trustee(s), members and the New Member in accordance with the Stake Privacy Policy. By submitting the Add a Member form, the trustee(s) confirm the New Member has agreed to their personal information being provided to us.

Termination

We may suspend, vary or terminate the Promotion, or a fund's ability to participate in the Promotion, at any time for any reason. Any suspension, variation or termination of the Promotion, or any update to these terms, will not affect the fee waiver or Credit for an Eligible Fund that submitted its Add a Member form before the change took effect and goes on to complete a Qualifying Addition, unless the following paragraph applies. 

We reserve the right to withhold or reverse a fee waiver or Credit if we believe a customer has engaged in activity that is abusive, contrary to the Stake Customer Code of Conduct, fraudulent, or in violation of the Stake Terms and Conditions or Stake Super Terms and Conditions.

We reserve the right to review and investigate all activities and to modify, withhold or remove a fee waiver or Credit where we reasonably consider it fair and appropriate to do so.

Severability

If any provision in these terms is held to be invalid, void or unenforceable, that provision, or the part of it that is invalid, void or unenforceable, will be struck out and will not affect the validity or enforceability of the remaining provisions.

Updates to the terms

These terms are governed by and construed in accordance with the laws of New South Wales, Australia. Any dispute arising out of or in connection with these terms will be subject to the exclusive jurisdiction of the courts of New South Wales, Australia.

We may update these terms at any time without prior notice. If we modify these terms, we will post the updated terms on the Stake website. The modification will be effective upon posting. Continued participation in the Promotion after any modification will constitute acceptance of the updated terms.